Core Insights - The U.S. federal government is currently in a shutdown, leading to delays in the release of important economic data, including the employment figures scheduled for October 3 [1] - The Federal Reserve may have to rely on less comprehensive indicators such as ADP private employment and initial jobless claims, increasing uncertainty in policy outlook [1] - The lack of data transparency could exacerbate short-term market volatility, making it difficult for investors to establish confident positions [1] Economic Indicators - The market generally anticipates an increase of approximately 50,000 in non-farm payrolls, although seasonal factors may present an upside risk [1] - Overall employment growth for the year is expected to remain below 100,000, indicating a cooling labor market [1] Market Sentiment - Given the prevailing uncertainties, market conditions are becoming increasingly difficult to assess, prompting some investors to reduce risk exposure [1]
普徕仕：美国政府停摆令部分投资者已开始降低风险
Zhi Tong Cai Jing·2025-10-03 12:24